firm profile
Advocacy Financial LLC
Overview
Advocacy Financial LLC is an SEC registered investment adviser based in Covington, LA, registered since 2020. It reports $103M in assets under management across 289 accounts, with 4 employees. It has 2 investment adviser representatives.
- Reported AUM
- $103M
- Discretionary
- 100%
- Accounts
- 289
- Average account
- $358K
- Employees
- 4
- Advisory reps
- 2
- Registered since
- 2020
- Jurisdictions
- 2
As reported in the firm's April 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees and Percentage of Assets
Executive officers 2 of 2
- Joseph Michael Prisco Jr Chief Executive Officer, Chief Compliance Officer CRD 4886860
- Nicholas Austin Bowers Investment Adviser Representative/Member Llc CRD 6186551
Advisory reps 2 of 2
- Nicholas Austin Bowers Investment Adviser Rep CRD 6186551
- Joseph Michael Prisco Jr. Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4886860
Location
- Headquarters
- 212 Park Pl
Covington, LA 70433 - County
- Saint Tammany
- Metro area
- New Orleans-Metairie, LA
- Region
- South
Registrations
- SEC registered
- Registered in 2 jurisdictions
- Website: advocacyfinancial.com
Every state, with registration dates
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